Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$629K Buy
2025
Q2
$597K Buy
2025
Q1
$553K Buy
2024
Q4
$483K Buy
2024
Q3
$514K Sell
2024
Q2
$487K Sell
2024
Q1
$523K Buy
2023
Q4
$328K Buy
2023
Q3
$268K Buy
2023
Q2
$220K Buy
2023
Q1
$190K Sell
2022
Q4
$198K Buy
2022
Q3
$60K Buy
2022
Q2
$25K Buy
2022
Q1
$28K Sell
2021
Q4
$330K Buy